For associations using iMIS internally.
- Give key staff an AI-assisted iMIS super-user capability.
- Turn reporting questions into queries, dashboards, and summaries.
- Start small with named users and expand after value is proven.
iFINITY AgentZ helps authorised staff and approved partners ask plain-English iMIS questions, create and refine queries, build dashboard narratives, find data-quality issues, draft communications, and move towards governed action.
The experience changes depending on whether AgentZ is used by an association, a certified consultant, or an authorised service provider supporting named client environments.
Each package combines a client-sized annual licence, named AI Hub users, fair-use cloud allowance, onboarding, and clear ASI API and Claude prerequisites.
Entry-level AI super-user capability.
Default starting point for most UK iMIS clients.
Broader departmental reporting and dashboard use.
Strategic AI layer for the iMIS estate.
Indicative figures exclude VAT, onboarding, ASI API licence, Claude licences, additional integrations, unusual usage volumes, and customer-specific legal/security work.
The best first rollout is a small group of high-value users who know the client data and can validate outputs quickly.
Confirm iMIS owner, API access, Claude users, permissions, and target use cases.
Connect the MCP, AgentZ desktop app, monitor registry, OAuth setup, and download entitlement.
Run query, reporting, dashboard, data quality, content, and management-summary workflows.
Review value after 90 days, refine governance, and expand the package or user count.
AgentZ is the managed iMIS AI Hub layer. It does not hide the third-party licences that a real deployment needs.
Supported iMIS environment, owner, permissions, and agreed data boundaries.
ASI API licence, entitlement, or key shown separately from iFINITY software.
One appropriate Claude licence per named AI Hub user, normally Team Standard or above for production.
Human review, role boundaries, and clear distinction between read-only insight and action-taking.
Start with the system owner, one operational lead, and one decision-maker. Prove query creation, dashboard support, data quality, and member insight before widening access.